CK
Charles B. Kitsman
KITSMAN INVESTMENT MANAGEMENT
Amarillo, TX 79101
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CRD#: 1000090
CK
Professional summary
Charles Byrd Kitsman, who also goes by Chuck Kitsman, is a registered financial advisor currently at KITSMAN INVESTMENT MANAGEMENT located in Amarillo, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Amarillo, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Charles has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chuck Kitsman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)LITTLE BLUESTEM PHOTOGRAPHY,Address: 7409 Lynnlee Place Amarillo, TX, 79121: Business: Make Photographs, Sell Prints, Position: Owner, Start Date: 1988, Number of hours per month: 3, Hours during Securities Hours: 0 DUTIES:As a recreation I have taken landscape photographs over the past 30 years and I occasionally sell prints. 2)WRITING A NOVEL- NOT YET PUBLISHED; NON-INVESTMENT RELATED; 10 HOURS PER MONTH DEDICATED TO THIS ACTIVITY, NONE OF WHICH ARE DURING TRADING HOURS; NO COMPESATION RECEIVED YET AS THE BOOK HAS NOT BEEN PUBLISHED. 3)KITSMAN INVESTMENT MANAGEMENT- DBA-RIA. INVESTMENT RELATED. 600 S. TYLER STREET SUITE 1702 AMARILLO, TX 79101; ADVISORY SERVICES OFFERED THROUGH CBYRDK,LLC dba Kitsman Investment Management. 4) PKS FINANCIAL SERVICES-INVESTMENT RELATED. 80 STATE ST, ALBANY, NY 12207. 11/20/2013-PRESENT-AGENT, FIXED INSURANCE SALES 5) Co-Executor Estate of Barbara Baldwin-Webb. Investment Related. 113 South Shore Drive, Amarillo, TX 79118. Co-Executor of Estate. Start at DOD of Barbara Baldwin-Webb. Mrs. Webb Has Asked Me to be Co-Executor with Her Husband and Son in Event of Her Death. Duties: Follow the Dictates of the Will, do so Promptly, and Keep Records of all Actions. 6) Texas Tech University Heath Sciences Center, Amarillo. Not Investment Related. 1400 South Coulter Street, Amarillo, TX 79106. Medical School. Donor & Founder of Community Funded Resident Awards. 01/1996. <1 Hr/Mo; <1 Hr During Trading Hours. As Necessary, I Work with the Development Officer to Raise Money to Fund Awards for the Outstanding First Year Residents at the Medical School. I Address the Annual Convocation in June to Explain the Origin of Awards and Thank Donors, Residents, and Faculty who Judge the Awards. 7) Opportunity School, Inc.-Not investment related-1100 S Harrison, Amarillo, TX 79101-Preschool for low-income families - President, Board of Trustees. 7/8/2019. Hrs/month 8 all during trading hours. Preside over board, volunteer for activities, serve on executive committee, planning and decision making for the future of school, provide a second signature on bank account as needed by executive director & staff. 8) Volunteer for Stanford Alumni Outreach. Not investment related. 450 Jane Stanford Way, Stanford, CA 94305. Alumni representing Stanford interviewing first time applicants. Volunteer/Interviewer. 11/1/2024. 5 Hrs/month, none during trading hours. Interview up to 5 applicants who have requested it: conversing with applicants about their interests, commitments, achievements, and passions.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Byrd Kitsman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2017 - Present
KITSMAN INVESTMENT MANAGEMENT
Office #1: 600 S Tyler St # 1702, Amarillo, TX 79101RIA
CRD#: 288035
Amarillo, TX
Current
February 26, 2014 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 600 S. Tyler Suite 1702, Amarillo, TX 79101BD
CRD#: 35747
Amarillo, TX
Past
October 1, 2010 - April 4, 2018
FORTITUDE ADVISORY GROUP L.L.C.
RIA
CRD#: 116083
AMARILLO, TX
Past
October 1, 2010 - February 28, 2014
ARGENTUS SECURITIES, LLC
BD
CRD#: 45915
AMARILLO, TX
Past
January 1, 2008 - October 4, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
AMARILLO, TX
Past
January 1, 2008 - October 4, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
AMARILLO, TX
Past
October 9, 2002 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
AMARILLO, TX
Past
August 22, 1981 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
AMARILLO, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/26/2014)
RR
Arizona(3/14/2014)
RR
California(2/26/2014)
RR
Colorado(12/17/2015)
RR
Hawaii(2/26/2014)
RR
Illinois(8/11/2016)
RR
Kansas(2/26/2014)
RR
Missouri(2/26/2014)
RR
New Mexico(2/26/2014)
RR
New York(5/22/2024)
RR
Oklahoma(2/26/2014)
RR
Texas(2/26/2014)
IAR
Texas(5/1/2017)
RR
Washington(10/21/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KI
KITSMAN INVESTMENT MANAGEMENT
CBYRDK, LLC | KITSMAN INVESTMENT MANAGEMENT
CRD#: 288035 / SEC#:
Texas
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Contact information
Main Address
600 S Tyler St # 1702, Amarillo, TX 79101
Mailing Address
Phone number
(806) 322-4825
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 12,227,118 |
Red Flags
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Company Information
KITSMAN INVESTMENT MANAGEMENT
CRD#: 288035Amarillo, TX 79101TRUST BUT VERIFY
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Contact information
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